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Suggesting tasks to agents

  • Module

    Suggesting tasks to agents

    2 Topics

    30 mins

    Visible to: All users
  • Learn how to suggest tasks to customer service agents. You will learn how to configure dynamic suggestions using the Pega Customer Decision Hub.

Supporting agents with help content

The Discover phase and your MLP

  • Module

    The Discover phase and your MLP

    12 Topics

    1 hr 55 mins

    Visible to: All users
  • Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...

The Prepare phase and project kickoff

  • Module

    The Prepare phase and project kickoff

    7 Topics

    1 hr 15 mins

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Working in the Patient 360 profile

  • Module

    Working in the Patient 360 profile

    8 Topics

    1 hr 35 mins

    Pega Care Management 8.7 Visible to: All users
  • Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...

Working with Voice AI models

  • Module

    Working with Voice AI models

    2 Topics

    15 mins

    Pega Customer Service 8.8 Visible to: All users
  • You can customize the models that Pega Voice AI uses to transcribe customer conversations and identify topics and entities. Working with Pega Support...

Adding a duplicate Case search for BAs

Adding optional actions to a workflow for BAs

Approving work for BAs

Communicating with users for BAs

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